Purchases and Sales Made in Q2 2025 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 2025. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-112- 1.05% |
$5.65K - $5.73K
|
10.5K
$539K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-117- 2.31% |
$5.9K - $5.99K
|
4.95K
$254K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-119- 4.01% |
$6K - $6.09K
|
2.85K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-130- 1.48% |
$6.55K - $6.65K
|
8.67K
$445K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-146- 10.9% |
$7.36K - $7.47K
|
1.19K
$61.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-155- 2.94% |
$7.81K - $7.93K
|
5.11K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-164- 1.87% |
$8.27K - $8.39K
|
8.6K
$441K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-198- 1.49% |
$9.98K - $10.1K
|
13.1K
$671K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-199- 1.29% |
$10K - $10.2K
|
15.2K
$779K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-219- 4.54% |
$11K - $11.2K
|
4.6K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-236- 4.65% |
$11.9K - $12.1K
|
4.84K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-240- 3.47% |
$12.1K - $12.3K
|
6.68K
$343K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-256- 2.1% |
$12.9K - $13.1K
|
11.9K
$611K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-289- 0.15% |
$14.6K - $14.8K
|
194K
$9.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-315- 3.21% |
$15.9K - $16.1K
|
9.48K
$486K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-322- 2.4% |
$16.2K - $16.5K
|
13.1K
$671K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-374- 7.39% |
$18.9K - $19.1K
|
4.69K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-418- 3.14% |
$21.1K - $21.4K
|
12.9K
$661K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-425- 44.46% |
$21.4K - $21.7K
|
531
$27.2K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-495- 9.65% |
$25K - $25.3K
|
4.64K
$238K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-509- 0.7% |
$25.7K - $26K
|
72K
$3.69M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-749- 14.3% |
$37.8K - $38.3K
|
4.49K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-791- 6.76% |
$39.9K - $40.5K
|
10.9K
$559K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-810- 7.06% |
$40.8K - $41.4K
|
10.7K
$547K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-823- 12.97% |
$41.5K - $42.1K
|
5.52K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-857- 37.74% |
$43.2K - $43.9K
|
1.41K
$72.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-997- 9.62% |
$50.3K - $51K
|
9.37K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1K- 7.59% |
$50.4K - $51.2K
|
12.2K
$624K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1K- 6.18% |
$50.5K - $51.2K
|
15.2K
$779K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.02K- 1.87% |
$51.5K - $52.3K
|
53.5K
$2.74M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-1.05K- 17.89% |
$52.9K - $53.7K
|
4.82K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.08K- 1.3% |
$54.6K - $55.5K
|
82.3K
$4.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.12K- 16.48% |
$56.6K - $57.5K
|
5.69K
$292K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.14K- 18.13% |
$57.3K - $58.2K
|
5.14K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 5.56% |
$60.8K - $61.8K
|
20.5K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.23K- 6.41% |
$62K - $62.9K
|
18K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.24K- 23.19% |
$62.3K - $63.2K
|
4.1K
$210K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.34K- 15.44% |
$67.7K - $68.7K
|
7.36K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.41K- 1.99% |
$71.1K - $72.1K
|
69.5K
$3.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.5K- 8.3% |
$75.4K - $76.6K
|
16.5K
$847K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.59K- 2.81% |
$80K - $81.2K
|
54.8K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
SELL
|
- |
-1.6K- 9.12% |
$80.9K - $82.1K
|
16K
$819K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-1.63K- 3.72% |
$82.4K - $83.6K
|
42.3K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.68K- 1.46% |
$84.8K - $86.1K
|
114K
$5.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.8K- 3.62% |
$90.9K - $92.3K
|
48K
$2.46M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.81K- 5.16% |
$91K - $92.4K
|
33.2K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.97K- 12.54% |
$99.3K - $101K
|
13.7K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.97K- 32.4% |
$99.4K - $101K
|
4.11K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 3.47% |
$106K - $107K
|
58.2K
$2.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.18K- 6.74% |
$110K - $111K
|
30.1K
$1.54M
|